Stuart Chaussee & Associates, Inc. at 2023-03-31

Filling information for Stuart Chaussee & Associates, Inc. as Treemap, investor disclosed 136 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
92343V104 92343V104 Verizon Common 24890 640
620076307 620076307 Motorola Solutions Common 6009 21
747525103 747525103 Qualcomm Common 63918 501
58933Y105 58933Y105 Merck Common 60642 570
053015103 053015103 Auto Data Processing Common 6234 28
46137V233 46137V233 Invesco S&P 500 Top 50 Common 7142 23
00287Y109 00287Y109 AbbVie Common 129568 813
46429B697 46429B697 iShares Edge Min. Vol. USA Common 68812 946
697435105 697435105 Palo Alto Networks Common 10187 51
N6596X019 N6596X019 NXP Semiconductors Common 4102 22
73935A104 73935A104 Invesco QQQ Trust Common 386049 1203
G1151C101 G1151C101 Accenture Common 59202 207
723787107 723787107 Pioneer Natural Resources Common 7761 38
084423102 084423102 W.R. Berkley Common 9028 145
90384S303 90384S303 Ulta Beauty Common 7639 14
907818108 907818108 Union Pacific Common 10466 52
464287341 464287341 iShares Global Energy Common 3889 103
009158106 009158106 Air Products & Chemicals Common 9478 33
045327103 045327103 Aspen Technology Common 4120 18
00BK9ZQ96 00BK9ZQ96 Trane Technologies Common 73592 400
K7314N152 K7314N152 Novo Nordisk Common 34056 214
59156R108 59156R108 MetLife Common 4867 84
025816109 025816109 American Express Common 28371 172
031162100 031162100 Amgen Common 3868 16
880770102 880770102 Teradyne Common 3225 30
45782C409 45782C409 Innovator Buffer - Jan. Common 3832440 109000
03662Q105 03662Q105 ANSYS Inc. Common 5658 17
00724F101 00724F101 Adobe Systems Common 21195 55
55354G100 55354G100 MSCI Inc. Common 8395 15
45782C383 45782C383 Innovator Power Buffer - Mar. Common 10354301 321862
02079K107 02079K107 Alphabet Common 187200 1800
191216100 191216100 Coca-Cola Common 132620 2138
002824100 002824100 Abbott Laboratories Common 10126 100
46137V357 46137V357 Invesco S&P 500 Equal Weight Common 5206 36
426281101 426281101 Jack Henry Common 5124 34
609207105 609207105 Mondelez Common 49850 715
10922N103 10922N103 Brighthouse Financial Common 309 7
159864107 159864107 Charles River Labs Common 4036 20
911312106 911312106 UPS Common 482453 2487
149123101 149123101 Caterpillar Common 9154 40
025537101 025537101 American Electric Power Common 7643 84
654106103 654106103 Nike Common 8094 66
57636Q104 57636Q104 Mastercard Common 19261 53
216648402 216648402 Cooper Companies Common 7841 21
81369Y803 81369Y803 Technology Sector SPDR Common 532159 3524
126650100 126650100 CVS Health Corp. Common 5053 68
046353108 046353108 AstraZeneca Common 11453 165
580135101 580135101 McDonald's Common 217257 777
962166104 962166104 Weyerhaeuser Common 16059 533
571748102 571748102 Marsh & McLennan Common 16155 97
45765U103 45765U103 Insight Enterprises Common 9864 69
842587107 842587107 Southern Common 40913 588
464287549 464287549 iShares Expanded Technology Common 14109944 41583
437076102 437076102 Home Depot Common 326993 1108
217204106 217204106 Copart Common 6017 80
655663102 655663102 Nordson Common 9557 43
94106L109 94106L109 Waste Management Common 373007 2286
172908105 172908105 Cintas Common 11567 25
717081103 717081103 Pfizer Common 12240 300
260003108 260003108 Dover Common 8357 55
78464A805 78464A805 SPDR S&P 1500 Common 22391 444
416515104 416515104 Hartford Financial Services Common 23695 340
254687106 254687106 Disney Common 10013 100
478160104 478160104 Johnson & Johnson Common 59830 386
464287614 464287614 iShares Russell 1000 Growth Common 207681 850
G29183103 G29183103 Eaton Common 50031 292
46434V621 46434V621 iShares Core Dividend Growth Common 67437 1349
91324P102 91324P102 United Healthcare Common 28828 61
22822V101 22822V101 Crown Castle Common 669 5
92204A702 92204A702 Vanguard Information Technolog Common 25925170 67256
921946406 921946406 Vanguard High Dividend Yield Common 3507484 33246
81762P102 81762P102 ServiceNow Common 7436 16
12514G102 12514G102 CDW Corp. Common 11693 60
17275R102 17275R102 Cisco Systems Common 26138 500
512807108 512807108 Lam Research Common 16434 31
34964C106 34964C106 Fortune Brands Innovations Common 88095 1500
363576109 363576109 Arthur J. Gallagher Common 30992 162
882508104 882508104 Texas Instruments Common 20833 112
036752103 036752103 Elevance Health Common 106676 232
704326107 704326107 Paychex Common 25210 220
742718109 742718109 Procter & Gamble Common 607857 4088
209115104 209115104 Consolidated Edison Common 55010 575
20030N101 20030N101 Comcast Common 98566 2600
73278L105 73278L105 Pool Corp. Common 7534 22
166764100 166764100 Chevron Common 163160 1000
98978V103 98978V103 Zoetis Common 8322 50
74460D109 74460D109 Public Storage Common 604 2
023135106 023135106 Amazon.com Common 14461 140
45782C508 45782C508 Innovator Power Buffer - Jan. Common 1461074 43995
12572Q105 12572Q105 CME Group Common 5363 28
26441C204 26441C204 Duke Energy Common 56242 583
92826C839 92826C839 Visa Common 32015 142
855244109 855244109 Starbucks Common 279589 2685
384802104 384802104 Grainger WW Common 4822 7
20825C104 20825C104 ConocoPhillips Common 11310 114
780259206 780259206 Royal Dutch Shell Common 4603 80
922908363 922908363 Vanguard S&P 500 Common 42872 114
744320102 744320102 Prudential Financial Common 3475 42
806857108 806857108 Schlumberger Common 4714 96
68389X105 68389X105 Oracle Common 74336 800
F92124100 F92124100 TotalEnergies Common 4901 83
65339F101 65339F101 NextEra Energy Common 10020 130
037833100 037833100 Apple Common 217998 1322
438516106 438516106 Honeywell International Common 50265 263
45782C656 45782C656 Innovator Power Buffer - Sept. Common 44310449 1444278
56585A102 56585A102 Marathon Petroleum Common 24269 180
532457108 532457108 Eli Lilly Common 147671 430
502441306 502441306 LVMH Common 11759 64
526057104 526057104 Lennar Common 42044 400
75513E101 75513E101 Raytheon Technologies Common 25364 259
829826103 829826103 SiteOne Landscape Supply Common 4790 35
594918104 594918104 Microsoft Common 765820 2656
78409V104 78409V104 S&P Global Common 3448 10
37045V100 37045V100 General Motors Common 6382 174
097023105 097023105 Boeing Common 57144 269
57638P104 57638P104 MasterBrand Common 12060 1500
060505104 060505104 Bank of America Common 141190 4937
09247X101 09247X101 BlackRock Common 38140 57
084670702 084670702 Berkshire Hathaway CL B Common 16674 54
026874784 026874784 American Intl. Group Common 10576 210
78462F103 78462F103 SPDR S&P 500 Common 20470 50
22160K105 22160K105 Costco Common 11925 24
925652109 925652109 VICI Properties Common 167732 5142
45782C573 45782C573 Innovator Power Buffer - Nov. Common 177281788 5574899
366651107 366651107 Gartner Common 23455 72
03027X100 03027X100 American Tower Common 613 3
98389B100 98389B100 Xcel Energy Common 13623 202
170404305 170404305 Chord Energy Common 9691 72
N07059202 N07059202 ASML Holding Common 6807 10
30231G102 30231G102 Exxon Mobil Common 35091 320
02079K305 02079K305 Alphabet Common 199162 1920
68622V106 68622V106 Organon Common 706 30
25459W441 25459W441 Direxion Short Semi-Conductors Common 5820100 357500
969457100 969457100 The Williams Companies Common 5703 191
539830109 539830109 Lockheed Martin Common 8036 17
871829107 871829107 Sysco Common 29734 385

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